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Star Group
SGU

57 hedge funds and large institutions have $202M invested in Star Group in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

5% less capital invested

Capital invested by funds: $212M → $202M (-$10M)

2.54% less ownership

Funds ownership: 42.97% → 40.43% (-2.5%)

7% less funds holding

Funds holding: 61 → 57 (-4)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
8
Increased
14
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWCA
Locust Wood Capital Advisers
New York
+$993K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$845K
3
CS
Central Securities
New York
+$628K
4
Morgan Stanley
Morgan Stanley
New York
+$614K
5
Renaissance Technologies
Renaissance Technologies
New York
+$609K

Top Sellers

Rank Fund Capital Flow
1
CRCM
Cat Rock Capital Management
Connecticut
-$11.6M
2
RA
Royce & Associates
New York
-$4.78M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14M
4
AP
AlpInvest Partners
Netherlands
-$1.12M
5
MCP
Moab Capital Partners
New York
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
26
Williams Jones & Associates
New York
$307K -$95.2K -10,000 -24%
FIM
27
Freedom Investment Management
Connecticut
$224K -$12.1K -1,271 -5%
Invesco
28
Invesco
Georgia
$223K +$221K +23,189 New
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$200K +$90.7K +9,522 +85%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$192K – – –
CH
31
Canton Hathaway
Rhode Island
$182K – – –
Bank of America
32
Bank of America
North Carolina
$177K -$21.3K -2,234 -11%
CCIA
33
Campbell & Co Investment Adviser
Maryland
$172K +$69.8K +7,325 +69%
B
34
Barings
North Carolina
$166K – – –
Creative Planning
35
Creative Planning
Kansas
$159K +$56.5K +5,936 +56%
MAM
36
Marquette Asset Management
Minnesota
$144K +$143K +15,000 New
JP Morgan Chase
37
JP Morgan Chase
New York
$141K +$140K +14,671 New
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$140K -$115K -12,025 -45%
ASN
39
Advisory Services Network
Georgia
$130K -$39.6K -4,153 -23%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$122K +$895 +94 +0.7%
SEI Investments
41
SEI Investments
Pennsylvania
$102K +$101K +10,612 New
HIM
42
Hillsdale Investment Management
Ontario, Canada
$98K +$97.1K +10,200 New
DA
43
Doliver Advisors
Texas
$96K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$39K – – –
First Manhattan
45
First Manhattan
New York
$31K – – –
AG
46
Advisor Group
Arizona
$31K +$267 +28 +0.9%
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$11K +$143 +15 +1%
AF
48
Advisornet Financial
Minnesota
$10K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$9K – – –
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
1
2
3

SGU Hedge Fund Activity: Q1 2019 in Review

57 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2019, worth a combined $202M — down 4.7% from $212M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SGU and 8 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Locust Wood Capital Advisers, adding an estimated $993K. The largest seller was Cat Rock Capital Management, cutting an estimated $11.6M.

  • 57 institutional investors held Star Group (SGU) as of Q1 2019, down from 61 in Q4 2018.
  • Funds reported $202M of Star Group stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 8 funds opened new Star Group positions in Q1 2019 and 12 closed out, a net change of -4 holders.
  • The largest Star Group buyer in Q1 2019 was Locust Wood Capital Advisers, an estimated $993K added.
  • The largest Star Group seller in Q1 2019 was Cat Rock Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2019.